Only certain fields on an invoice can be directly edited after it has been generated. These can be accessed by clicking on the burger menu button in the top-right corner when viewing the invoice details.
Change Invoice Bill Address - allows you to select a new billing address for the invoice
Change Invoice Date - allows you to change the Invoice Date on the invoice
Update items En Masse - allows you to search for and edit the Customer Order number and the transactions for the invoice
📌Note: The first 2 items listed above are only available before the invoice has been posted.
If the invoice has NOT been posted
If the invoice has not yet been posted, then you have the option to delete the invoice (as long as it has also not been emailed out). This will unlock the transactions for editing.
You can then edit the transaction as required and carry out another invoice run to pick them up and put them on a new invoice.
If the invoice HAS been posted
If the invoice has been posted, then it is locked down, and the only thing you can edit is the Customer order number (the steps for doing so are outlined in this article).
The only way to edit a posted invoice is to follow the below steps:
Raise a full credit note for the invoice, being sure to tick the Re-invoice option.
Ticking the re-invoice option will reveal a series of fields which can be amended.
Make the required changes in the Re-Invoice section
Click on Create Documents
The system will then create the credit note and a new invoice with the details you amended.
The items I need to edit aren't in the "Re-Invoice" options
If the values that need to be changed do not show in the Re-invoice fields, then you can get around this by generating the re-invoice without changing any values at all.
Once it has been generated, delete the new invoice (making sure to UN-TICK the Delete Transactions option).
This will leave you with the original posted invoice, a full credit note for it, and a set of copy transactions which can now be edited and picked up in a new invoice run.